Service Professional

9 hours ago


Saint Cloud, Minnesota, United States Cetera Financial Group Full time
About the Role

Cetera Financial Group is seeking a highly skilled Service Professional to join our team in St. Cloud, MN or St Paul, MN. As a key member of our team, you will be responsible for delivering exceptional customer service to our clients, building strong relationships, and providing support with Individual Retirement Plans.

Key Responsibilities
  • Complete comprehensive training on Individual Retirement Plans (IRAs) and related regulations.
  • Provide expert support to clients regarding IRA-related inquiries and issues.
  • Handle complex and escalated issues with professionalism and poise.
  • Assist clients with navigating and utilizing various systems associated with the Broker/Dealer.
  • Work independently to resolve client inquiries without requiring external assistance.
  • Participate in special projects as assigned by management.
  • Provide training support on department processes and system navigation.
Requirements
  • 1+ years of experience in customer service-related roles.
  • 1+ years of proficiency with Microsoft Office tools.
  • High School diploma or equivalent required.
About Us

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country. We believe in the power of more and strive to support and empower our financial professionals, clients, and employees to achieve their goals.

What We Offer
  • Inclusive health, dental, vision, and life insurance plans.
  • Easy access to mental health benefits.
  • 20+ days of paid time off, paid holidays, 1 paid wellness day, and 1 day of paid volunteer time off.
  • 401(k) Savings plan with a generous company contribution.
  • Paid parental leave.
  • Health Savings and Flexible Spending Account options.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance, and more.

We are committed to providing an equal employment opportunity for all applicants and employees. Our team is dedicated to supporting the dreams of our clients and employees, and we strive to create a work environment that is inclusive and supportive of diverse lifestyles and backgrounds.



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